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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,826 | $76,551+40.9% | $123,894-13.0% | $62,881+71.5% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,721 | $2,882-5.6% | $4,617-41.1% | $2,281+19.3% |
| Participant deferral / active EE | $11,826 | $4,840+144.4% | $5,984+97.6% | $3,203+269.2% |
| Admin fee / account holder | $20,220 | $4,826+319.0% | $8,357+141.9% | $4,296+370.7% |